Tritonpoint Wealth LLC Raises Stock Holdings in GE Vernova Inc. $GEV

Tritonpoint Wealth LLC grew its holdings in GE Vernova Inc. (NYSE:GEV) by 397.0% in the 4th quarter, HoldingsChannel reports. The firm owned 4,940 shares of the company’s stock after purchasing an additional 3,946 shares during the quarter. Tritonpoint Wealth LLC’s holdings in GE Vernova were worth $3,229,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in shares of GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after acquiring an additional 753 shares in the last quarter. Schnieders Capital Management LLC. raised its stake in GE Vernova by 1.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after acquiring an additional 26 shares during the last quarter. Fisher Asset Management LLC lifted its holdings in shares of GE Vernova by 19.1% during the second quarter. Fisher Asset Management LLC now owns 4,211 shares of the company’s stock worth $2,229,000 after purchasing an additional 676 shares during the period. CW Advisors LLC boosted its holdings in shares of GE Vernova by 6.5% in the second quarter. CW Advisors LLC now owns 8,745 shares of the company’s stock valued at $4,628,000 after acquiring an additional 531 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its position in GE Vernova by 9.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,880 shares of the company’s stock worth $1,524,000 after purchasing an additional 251 shares during the period.

Trending Headlines about GE Vernova

Here are the key news stories impacting GE Vernova this week:

• Positive Sentiment: Long‑term nuclear fuel supply extension with Entergy and rising AI/data‑center power demand have expanded GEV’s order backlog and attracted institutional attention — strengthens near‑term revenue visibility and utility/customer pipelines. Rising AI Power Demand And Nuclear Fuel Deal Might Change The Case For Investing In GE Vernova (GEV)
• Positive Sentiment: Several analyst actions and price‑target raises (including Wells Fargo’s raise to $896 and bullish notes from Barclays) have supported upside expectations and helped lift the stock in recent sessions. Wells Fargo & Company Raises GE Vernova (NYSE:GEV) Price Target to $896.00
• Positive Sentiment: Multiple industry pieces and buy‑lists flag GEV as a beneficiary of the surge in reliable power demand (AI/data centers, grid modernization, nuclear/SMR investment), which supports a constructive medium‑term narrative. The Grid Can’t Keep Up. These 2 Utility Stocks Are the Buys of the Month.
• Positive Sentiment: High investor interest and positive mentions from notable investors (coverage noting Ray Dalio’s admiration) are increasing visibility and could attract more institutional flows. GE Vernova Inc. (GEV): Billionaire Ray Dalio Admires This Energy Stock
• Neutral Sentiment: Sector and competitor coverage (nuclear/SMR developments) are reshaping the opportunity set; advances by peers could both validate the market or intensify competition — watch execution and contract wins. Terrestrial Energy Shifts to Execution Mode – Quarterly Update Report
• Negative Sentiment: Valuation and momentum risk: GEV’s recent run, high P/E and elevated expectations create a backdrop for intraday pullbacks or profit‑taking despite positive fundamentals — short‑term volatility remains a risk.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Rothschild & Co Redburn raised shares of GE Vernova from a “sell” rating to a “buy” rating and increased their target price for the company from $560.00 to $1,100.00 in a report on Monday, March 9th. Royal Bank Of Canada raised their price target on shares of GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a report on Thursday, January 29th. Weiss Ratings raised shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Finally, TD Cowen raised their price objective on GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $863.61.

GE Vernova Stock Performance

NYSE:GEV opened at $898.26 on Friday. The stock has a market cap of $242.11 billion, a price-to-earnings ratio of 50.46, a PEG ratio of 3.54 and a beta of 1.43. The business has a fifty day moving average of $823.50 and a 200-day moving average of $690.55. GE Vernova Inc. has a 1 year low of $252.25 and a 1 year high of $948.38.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating the consensus estimate of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. During the same quarter in the prior year, the firm posted $1.73 earnings per share. The company’s revenue was up 3.8% on a year-over-year basis. On average, equities research analysts predict that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.50 per share. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

GE Vernova Profile

GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.